Aditya Birla Sun Life Special Opportunities Fund-Normal Plan-Growth
Aditya Birla Sun Life AMC Ltd
₹27.94 (+1.05%)
NAV as of 9 Oct 2026
Minimum Investment: ₹500
Return
10.26% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 2.34%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹500
- Category
- Equity - Other
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,114
Invested ₹1,000
▲+11.36%1 year
₹1,103
Invested ₹1,000
▲+10.26%3 years
₹1,174
Invested ₹1,000
▲+17.42%5 years
₹1,119
Invested ₹1,000
▲+11.85%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | — |
|---|---|
| Secondary Index Name | — |
| Index Name | BSE 500 India TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | +10.26% | +17.42% | +11.85% | — |
| Cumulative returns (%) | +10.26% | +61.88% | +75.06% | — |
Fund Manager
| Manager | Dhaval Gala |
|---|---|
| Role | Manager |
| Manager Tenure | 1.92 yrs |
About Fund
| Date of Incorporation | 23 Oct 2020 |
|---|---|
| Fund House | Aditya Birla Sun Life AMC Ltd |
| Custodian | Citibank NA |
| Registrar / Transfer Agent | Aditya Birla Sun Life AMC Ltd |
| Address | Citibank, N.A.,388 Greenwich Street,New York, NY 10048,USA |
Top Holdings
| Company | Weightage (%) |
|---|---|
| Aditya Infotech Ltd | 6.55% |
| Bharti Airtel Ltd | 4.04% |
| Shriram Finance Ltd | 3.53% |
| ICICI Bank Ltd | 3.41% |
| Meesho Ltd | 2.92% |
| Vedanta Ltd | 2.77% |
| SPR Auto Technologies Ltd | 2.70% |
| Kotak Mahindra Bank Ltd | 2.57% |
| Mahindra & Mahindra Ltd | 2.52% |
| Union Bank of India | 2.49% |
| ICICI Lombard General Insurance Co Ltd | 2.47% |
| Fortis Healthcare Ltd | 2.39% |
| Ujjivan Small Finance Bank Ltd Ordinary Shares | 2.29% |
| Billionbrains Garage Ventures Ltd | 2.26% |
| Ather Energy Ltd | 2.26% |
| Axis Bank Ltd | 2.24% |
| HDFC Bank Ltd | 2.24% |
| Bank of Maharashtra | 2.21% |
| RBL Bank Ltd | 2.21% |
| Bajaj Finserv Ltd | 2.15% |
| Vedanta Aluminium Metal Ltd | 2.14% |
| Sobha Ltd | 2.14% |
| Indus Towers Ltd Ordinary Shares | 2.11% |
| Varun Beverages Ltd | 2.10% |
| Infosys Ltd | 2.02% |
| Navin Fluorine International Ltd | 1.97% |
| Kotak Mahindra Bank Ltd | 1.90% |
Investment Strategy
The investment objective of the Scheme is to provide long term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, Government policy change and/or regulatory changes, companies going through temporary but unique challenges and other similar instances. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.
Long Term Capital Appreciation.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.